Filed January 2, 2026 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,080 | $102,966-17.4% | $90,281-5.8% | $152,861-44.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 10.91% | 95.16%-84.3pp | 78.10%-67.2pp | 345.32%-334.4pp |
| Employer contribution / active EE | $3,080 | $3,139-1.9% | $2,854+7.9% | $4,762-35.3% |
| Participant deferral / active EE | $8,275 | $4,281+93.3% | $3,885+113.0% | $5,850+41.4% |
| Admin fee / account holder | $48,349 | $6,171+683.5% | $5,351+803.5% | $11,596+316.9% |